A perfect match.Primex buys their logs on the open market. This is becoming more difficult and, as a matter of fact, Primex was scheduled to shut down some of their operations within two weeks because of that lack. Also, they often had to settle for poor quality logs because of that lack of availability. Despite this, they are very profitable and very efficient producers. They now have a source of, not just logs, but, high quality logs. This should improve on their profitability.
Interfor, meanwhile, sells much of their harvested timber, in the form of logs, to the states. Should this market become interrupted in any way because of the softwood export problem, their operations will be less impacted because Primex sells to the Japanese market! Couple this efficiency with the fact that some forestry heavyweights have been sniffing around Interfor lately ( takeover speculation ) and you have the perfect formula for a rapidly ascending stock price. I'm in! Cat.